Lam Research Corp
LRCX- 交易所
- Nasdaq
- 產業
- Special Industry Machinery, NEC
- SEC CIK
- 0000707549
近 90 天，Lam Research Corp 內部人申報 0 筆公開市場買進、7 筆賣出；2026 年第 2 季末有 3,143 家機構在 13F 申報持有，市值合計 $4,635 億；Coatue、老虎環球等 6 位大師持有。
2022 年第 1 季 13F 持有人
Lam Research Corp 在 2022/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,391
- 較 2021 年第 4 季 −59 家
- 持有股數
- 1.13 億
- 較 2021 年第 4 季 −263.6 萬 (−2.3%)
- 總市值
- $604.2 億
- 較 2021 年第 4 季 −$224.6 億 (−27.1%)
- 新進機構
- 114
- 另有 551 家加碼
- 清倉機構
- 173
- 另有 524 家減碼
另有 11 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 LRCX 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 3,143 | $4,635 億 |
| 2026 年第 1 季 | 2,652 | $2,213 億 |
| 2025 年第 4 季 | 2,396 | $1,839 億 |
| 2025 年第 3 季 | 2,111 | $1,365 億 |
| 2025 年第 2 季 | 1,883 | $1,027 億 |
| 2025 年第 1 季 | 1,802 | $757.6 億 |
| 2024 年第 4 季 | 1,696 | $749.3 億 |
| 2024 年第 3 季 | 1,469 | $800.7 億 |
| 2024 年第 2 季 | 1,793 | $1,165 億 |
| 2024 年第 1 季 | 1,732 | $1,070 億 |
| 2023 年第 4 季 | 1,632 | $869.7 億 |
| 2023 年第 3 季 | 1,451 | $697.1 億 |
| 2023 年第 2 季 | 1,434 | $727.1 億 |
| 2023 年第 1 季 | 1,366 | $604.5 億 |
| 2022 年第 4 季 | 1,347 | $475.0 億 |
| 2022 年第 3 季 | 1,273 | $415.7 億 |
| 2022 年第 2 季 | 1,310 | $478.8 億 |
| 2022 年第 1 季 | 1,391 | $604.2 億 |
| 2021 年第 4 季 | 1,461 | $829.2 億 |
| 2021 年第 3 季 | 1,301 | $657.6 億 |
| 2021 年第 2 季 | 1,315 | $763.3 億 |
| 2021 年第 1 季 | 1,262 | $708.3 億 |
2022 年第 1 季持有機構
每家機構持有 Lam Research Corp 的股數、市值與佔組合比重；股數變化跟 2021 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Threadgill Financial, LLC | 10,056 | $540.6 萬 | 2.16% | −100−1.0% | 減碼 |
| Aviance Capital Partners, LLC | 10,055 | $540.6 萬 | 0.99% | +315+3.2% | 加碼 |
| D.A. Davidson & Co. | 10,054 | $540.6 萬 | 0.06% | +567+6.0% | 加碼 |
| Marco Investment Management LLC | 10,039 | $539.7 萬 | 0.55% | +4,000+66.2% | 加碼 |
| Distillate Capital Partners LLC | 10,004 | $537.8 萬 | 0.76% | +437+4.6% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 10,000 | $537.6 萬 | 0.07% | 00.0% | 不變 |
| Altrafin AG | 9,999 | $537.6 萬 | 2.11% | +886+9.7% | 加碼 |
| Breiter Capital Management Inc | 9,984 | $536.7 萬 | 2.65% | −83−0.8% | 減碼 |
| SG Americas Securities, LLC | 9,951 | $535.0 萬 | 0.05% | −3,558−26.3% | 減碼 |
| Holocene Advisors, LP | 9,919 | $533.3 萬 | 0.03% | −47,861−82.8% | 減碼 |
| Ninety One SA (PTY) Ltd | 9,554 | $531.7 萬 | 1.49% | −204−2.1% | 減碼 |
| Carret Asset Management, LLC | 9,891 | $531.7 萬 | 0.61% | +347+3.6% | 加碼 |
| Northwest Bancshares, Inc. | 9,755 | $524.4 萬 | 1.01% | +54+0.6% | 加碼 |
| Harbour Capital Advisors, LLC | 9,738 | $523.5 萬 | 1.43% | +30.0% | 加碼 |
| Cullinan Associates Inc | 9,700 | $521.5 萬 | 0.27% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 9,643 | $518.4 萬 | 0.28% | −2,556−21.0% | 減碼 |
| Heritage Trust Co | 9,552 | $513.5 萬 | 0.73% | −53−0.6% | 減碼 |
| Fusion Capital, LLC | 9,474 | $509.4 萬 | 2.67% | +524+5.9% | 加碼 |
| Tudor Investment Corp Et Al | 9,368 | $503.6 萬 | 0.13% | +3,034+47.9% | 加碼 |
| Goodman Advisory Group, LLC | 9,326 | $501.4 萬 | 1.73% | −264−2.8% | 減碼 |
| Stratos Wealth Partners, LTD. | 9,256 | $497.6 萬 | 0.11% | +302+3.4% | 加碼 |
| Central Bank & Trust Co | 9,243 | $496.9 萬 | 0.79% | +211+2.3% | 加碼 |
| First Citizens Bank & Trust Co | 9,219 | $495.6 萬 | 0.19% | +201+2.2% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,217 | $495.5 萬 | 0.11% | −9−0.1% | 減碼 |
| Candriam Luxembourg S.C.A. | 9,149 | $491.8 萬 | 0.03% | −7,338−44.5% | 減碼 |
| Ossiam | 9,110 | $489.8 萬 | 0.13% | +7,803+597.0% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 9,033 | $485.6 萬 | 0.26% | −13,176−59.3% | 減碼 |
| McBroom & Associates, LLC | 8,946 | $481.0 萬 | 4.26% | −280−3.0% | 減碼 |
| FIL Ltd | 8,901 | $478.5 萬 | 0.00% | −5,256−37.1% | 減碼 |
| Kentucky Retirement Systems | 8,892 | $478.0 萬 | 0.20% | +143+1.6% | 加碼 |
| Taylor Hoffman Wealth Management | 8,863 | $476.5 萬 | 1.91% | −10.0% | 減碼 |
| Hohimer Wealth Management, LLC | 8,847 | $475.6 萬 | 0.94% | +325+3.8% | 加碼 |
| Bailard, Inc. | 8,714 | $468.5 萬 | 0.16% | −2,338−21.2% | 減碼 |
| Harvest Volatility Management LLC | 8,490 | $456.4 萬 | 0.52% | −93−1.1% | 減碼 |
| Atria Investments LLC | 8,486 | $456.2 萬 | 0.08% | +201+2.4% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 8,468 | $455.2 萬 | 0.02% | +698+9.0% | 加碼 |
| Metropolitan Life Insurance Co | 8,316 | $447.1 萬 | 0.16% | −14,043−62.8% | 減碼 |
| Scholtz & Company, LLC | 8,276 | $444.9 萬 | 1.76% | −53−0.6% | 減碼 |
| Crossmark Global Holdings, Inc. | 8,270 | $444.6 萬 | 0.10% | −258−3.0% | 減碼 |
| Insight Wealth Strategies, LLC | 8,251 | $443.6 萬 | 0.65% | +681+9.0% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 8,179 | $439.7 萬 | 0.16% | +5,989+273.5% | 加碼 |
| New Mexico Educational Retirement Board | 8,093 | $435.1 萬 | 0.16% | −600−6.9% | 減碼 |
| Cornerstone Advisors, LLC | 8,000 | $430.1 萬 | 0.25% | 00.0% | 不變 |
| Alcosta Capital Management, Inc. | 7,993 | $429.7 萬 | 3.09% | −162−2.0% | 減碼 |
| Farmers Trust Co | 7,954 | $427.6 萬 | 0.92% | −176−2.2% | 減碼 |
| Heron Bay Capital Management | 7,898 | $424.6 萬 | 2.08% | +204+2.7% | 加碼 |
| Discovery Capital Management, LLC | 7,883 | $423.8 萬 | 0.40% | +7,883 | 新進 |
| Brighton Jones LLC | 7,811 | $419.9 萬 | 0.20% | −304−3.7% | 減碼 |
| KWMG, LLC | 7,803 | $419.5 萬 | 0.58% | +424+5.7% | 加碼 |
| Verition Fund Management LLC | 7,756 | $416.9 萬 | 0.08% | −2,984−27.8% | 減碼 |
| SOA Wealth Advisors, LLC. | 7,713 | $414.7 萬 | 1.01% | +7,014+1,003.4% | 加碼 |
| Point72 Hong Kong Ltd | 7,700 | $414.0 萬 | 0.38% | −15,049−66.2% | 減碼 |
| Monetary Management Group Inc | 7,613 | $409.3 萬 | 1.08% | +25+0.3% | 加碼 |
| Level Four Advisory Services, LLC | 7,610 | $409.1 萬 | 0.32% | +321+4.4% | 加碼 |
| TD Private Client Wealth LLC | 7,595 | $408.3 萬 | 0.17% | −767−9.2% | 減碼 |
| Institute for Wealth Management, LLC. | 7,570 | $407.0 萬 | 0.67% | −5−0.1% | 減碼 |
| Cutler Group LP | 7,554 | $406.1 萬 | 0.38% | +228+3.1% | 加碼 |
| Laffer Tengler Investments | 7,512 | $403.9 萬 | 1.22% | −25−0.3% | 減碼 |
| Jackson Square Capital, LLC | 7,498 | $403.1 萬 | 1.26% | −624−7.7% | 減碼 |
| Siemens Fonds Invest GmbH | 7,470 | $401.6 萬 | 0.33% | −36−0.5% | 減碼 |
| Paradiem, LLC | 8,101 | $398.3 萬 | 1.31% | +22+0.3% | 加碼 |
| Yarbrough Capital, LLC | 7,308 | $392.9 萬 | 0.22% | 00.0% | 不變 |
| Marshall & Sullivan Inc | 7,253 | $389.9 萬 | 2.17% | +12+0.2% | 加碼 |
| Great Lakes Advisors, LLC | 7,131 | $383.4 萬 | 0.06% | −292−3.9% | 減碼 |
| Cetera Advisor Networks LLC | 7,085 | $380.9 萬 | 0.05% | +1,313+22.7% | 加碼 |
| Strategic Wealth Partners, Ltd. | 6,994 | $376.0 萬 | 0.73% | +1,201+20.7% | 加碼 |
| Nomura Holdings Inc | 7,123 | $374.0 萬 | 0.03% | −2,357−24.9% | 減碼 |
| TD Waterhouse Canada Inc. | 7,018 | $373.8 萬 | 0.04% | −774−9.9% | 減碼 |
| Whittier Trust Co | 6,942 | $373.2 萬 | 0.06% | −632−8.3% | 減碼 |
| Naples Global Advisors, LLC | 6,865 | $369.1 萬 | 0.43% | +187+2.8% | 加碼 |
| Zweig-DiMenna Associates LLC | 6,800 | $365.6 萬 | 0.55% | +6,800 | 新進 |
| New Potomac Partners, LLC | 6,734 | $362.0 萬 | 2.55% | −22−0.3% | 減碼 |
| Cubist Systematic Strategies, LLC | 6,728 | $361.7 萬 | 0.03% | +4,845+257.3% | 加碼 |
| Wealthfront Advisers LLC | 6,722 | $361.4 萬 | 0.02% | −6,153−47.8% | 減碼 |
| Ewing Morris & Co. Investment Partners Ltd. | 5,320 | $357.9 萬 | 2.24% | +1,700+47.0% | 加碼 |
| Charter Trust Co | 6,597 | $354.6 萬 | 0.32% | −87−1.3% | 減碼 |
| FORA Capital, LLC | 6,418 | $352.1 萬 | 0.63% | +1,584+32.8% | 加碼 |
| Sycomore Asset Management | 6,187 | $352.0 萬 | 0.61% | +2,587+71.9% | 加碼 |
| Swarthmore Group Inc | 6,510 | $350.0 萬 | 0.89% | −65−1.0% | 減碼 |
| Allstate Corp | 6,477 | $348.2 萬 | 0.09% | −4,061−38.5% | 減碼 |
| Kestra Advisory Services, LLC | 6,470 | $347.8 萬 | 0.04% | +242+3.9% | 加碼 |
| E. Ohman J:or Asset Management AB | 6,450 | $346.8 萬 | 0.12% | −500−7.2% | 減碼 |
| Rench Wealth Management, Inc. | 6,436 | $346.0 萬 | 1.57% | +3,969+160.9% | 加碼 |
| Cypress Capital Group | 6,396 | $343.8 萬 | 0.43% | −790−11.0% | 減碼 |
| Roanoke Asset Management Corp | 6,380 | $343.0 萬 | 1.28% | −755−10.6% | 減碼 |
| Mathes Company, Inc. | 6,364 | $342.1 萬 | 1.33% | −390−5.8% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 6,271 | $337.1 萬 | 0.52% | +254+4.2% | 加碼 |
| Prudential PLC | 6,256 | $336.3 萬 | 0.05% | +530+9.3% | 加碼 |
| Regentatlantic Capital LLC | 6,251 | $336.1 萬 | 0.10% | +97+1.6% | 加碼 |
| Jackson Wealth Management, LLC | 6,122 | $329.1 萬 | 0.46% | −8,905−59.3% | 減碼 |
| Commerce Bank | 6,103 | $328.1 萬 | 0.02% | −439−6.7% | 減碼 |
| Hennessy Advisors Inc | 6,094 | $327.6 萬 | 0.17% | +6,094 | 新進 |
| Parallax Volatility Advisers, L.P. | 6,088 | $327.3 萬 | 0.08% | −16,881−73.5% | 減碼 |
| Montag A & Associates Inc | 6,065 | $326.1 萬 | 0.17% | −220−3.5% | 減碼 |
| Strategic Financial Services, Inc, | 6,045 | $325.0 萬 | 0.25% | −225−3.6% | 減碼 |
| Valley National Advisers Inc | 6,027 | $324.0 萬 | 0.62% | +2,715+82.0% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 6,018 | $323.5 萬 | 0.07% | −774−11.4% | 減碼 |
| Intrepid Family Office LLC | 6,000 | $322.6 萬 | 5.27% | +1,000+20.0% | 加碼 |
| Advent Capital Management | 6,000 | $322.6 萬 | 0.05% | +6,000 | 新進 |
| Bristlecone Advisors, LLC | 5,905 | $317.5 萬 | 0.39% | +10+0.2% | 加碼 |